Dynamics 365 for Field Service enables companies to provide on-site service to customers, and manage a mobile workforce. This course will guide you through the fundamentals of this important part of the platform.
When you think of customer service, you might think of a call center where customer service reps provide assistance over the phone. But for some companies and industries, that service extends beyond the office, and technicians are sent into the field to make service calls. That’s what the Field Service application is all about: delivering on-site service to your customers and managing a mobile workforce.
Read more
Dynamics 365 for Field Service enables companies to provide on-site service to customers, and manage a mobile workforce. This course will guide you through the fundamentals of this important part of the platform.
When you think of customer service, you might think of a call center where customer service reps provide assistance over the phone. But for some companies and industries, that service extends beyond the office, and technicians are sent into the field to make service calls. That’s what the Field Service application is all about: delivering on-site service to your customers and managing a mobile workforce.
Dynamics 365 for Field Service enables companies to provide on-site service to customers, and manage a mobile workforce. This course will guide you through the fundamentals of this important part of the platform.
When you think of customer service, you might think of a call center where customer service reps provide assistance over the phone. But for some companies and industries, that service extends beyond the office, and technicians are sent into the field to make service calls. That’s what the Field Service application is all about: delivering on-site service to your customers and managing a mobile workforce.
In this course, Microsoft Dynamics 365 for Field Service, you’ll learn the fundamentals of this important part of Dynamics 365. First, you’ll become familiar with the core entities used in the Field Service app, with a special focus on Work Orders. You’ll learn how to create and schedule work orders, and then see how a field technician would use the Field Service Mobile app to complete work on-site. Next, you’ll explore ways to automate some of the data entry work, using incident types and agreements. Finally, you’ll get an overview of how assets, inventory, and purchasing work in Field Service.
When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Field Service, and how to use it to provide great on-site service to your customers.
What's inside
Syllabus
Course Overview
Course Introduction
Core Entities
Creating Work Orders
Read more
Syllabus
Good to know
Save this course
Save
Activities
Organize Course Materials
Show steps
Collecting all course materials in one place will help you stay organized and focused.
Show steps
-
Create a designated study space.
-
Gather and organize all course materials, including syllabi, readings, and notes.
-
Set up a filing system for easy access to materials.
Show all one activities
Organize Course Materials
Show steps
Collecting all course materials in one place will help you stay organized and focused.
Show steps
- Create a designated study space.
- Gather and organize all course materials, including syllabi, readings, and notes.
- Set up a filing system for easy access to materials.
Career center
Field Service Manager
Field Service Technician
Field Service Dispatcher
Customer Service Representative
Sales Representative
Network Administrator
IT Manager
Project Manager
CIO
Systems Analyst
Business Analyst
Software Engineer
Data Analyst
Database Administrator
CEO
Reading list
Share
Similar courses
OpenCourser helps millions of learners each year. People visit us to learn workspace skills, ace their exams, and nurture their curiosity.
Our extensive catalog contains over 50,000 courses and twice as many books. Browse by search, by topic, or even by career interests. We'll match you to the right resources quickly.
Find this site helpful? Tell a friend about us.
We're supported by our community of learners. When you purchase or subscribe to courses and programs or purchase books, we may earn a commission from our partners.
Your purchases help us maintain our catalog and keep our servers humming without ads.
Thank you for supporting OpenCourser.
